Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress.

Headquartered in Michigan, Flexible Plan Investments’ OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.


https://www.flexibleplan.com/disclosures

Investment Management

Flexible Plan Investments, Ltd.

Jerry Wagner

Sam Sheeran

Rukmal Fernando

Daniel Poppe

Araj Sengar

Michael B.

Blake Eads

Juan Daviess

Charles Wagner

Brandon Noronha

Michelle Higgins

Rukshan Fernando

Gregory Smith

Jeffrey Ingalsbe

Melissa Karas

Kevin Nowak

The Leadership Team at Flexible Plan Investments, Ltd. is responsible for steering the company’s strategic direction and overseeing the execution of key initiatives. This team of senior executives ensures compliance with regulatory standards, manages information security, develops and maintains national account relationships, oversees marketing strategies, ensures smooth operational processes, and maintains financial health. Their collective expertise drives the company’s mission to provide effective and dynamic risk-managed investment solutions.

Leadership Team

Technology Team

Business and Data Analysis

Leadership Team

About

Team members

Other teams at Flexible Plan Investments, Ltd.

Technology Team

Business and Data Analysis